Brunel Pension Partnership Limited

Date authorised
16 March 2018
Companies House
10429110
Last scraped
15 hours ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Brunel Pension Partnership Ltd
    101 Victoria Street
    Bristol
    Bristol, City Of
    BS1 6PU
    UNITED KINGDOM
    Phone
    +447458144587
    Web
    https://www.brunelpensionpartnership.org

  • Complaints Contact

    Brunel Pension Partnership Ltd
    101 Victoria Street
    Bristol
    Bristol, City Of
    BS1 6PU
    UNITED KINGDOM
    Phone
    +447890648265

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Investment Advice (no pensions)

    For Professional, Share, Debenture, Alternative Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Professional, Share, Debenture, Alternative Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Arranges Asset Safekeeping

    For Professional, Share, Debenture, Alternative Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Stockbroking

    For Professional, Share, Debenture, Alternative Debenture, Warrant, Certificates representing certain security, Government and public security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Runs Investment Funds

  • Investment Setup

    For Professional, Share, Debenture, Alternative Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Manages Your Portfolio

    For Professional, Share, Alternative Debenture, Debenture, Government and public security, Warrant, Certificates representing certain security, Unit, Rights to or interests in investments (Security), Option (excluding a commodity option and an option on a commodity future), Future (excluding a commodity future and a rolling spot forex contract), Rolling spot forex contract, Rights to or interests in investments (Contractually Based Investments)

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Emily Booth

    IRN ELB01050

    • (6)CF30 Customer (9 Apr 2019 to 8 Dec 2019)
  • Faith Ward

    IRN FXW00042

    • (47)[FCA CF] Material risk taker (since 1 Jan 2022)
    • (46)[FCA CF] Client dealing (since 9 Dec 2019)
    • (48)[FCA CF] Manager of certification employee (since 9 Dec 2019)
    • (49)[FCA CF] Significant management (since 9 Dec 2019)
  • Frederique Marie-Lucie Pierre-Pierre

    IRN FMP01004

    • (2)CF2 Non Executive Director (16 Mar 2018 to 9 May 2019)
  • George Finnie

    IRN GXF00167

    • (26)[FCA CF] Client dealing (9 Aug 2023 to 9 Aug 2024)
  • George Williamson

    IRN GXW00428

    • (20)[FCA CF] Material risk taker (since 15 Oct 2025)
  • Georgina Filipe

    IRN GXF00138

    • (47)[FCA CF] Manager of certification employee (25 Jun 2025 to 31 Oct 2025)
    • (48)[FCA CF] Significant management (1 Mar 2022 to 31 Oct 2025)
    • (46)[FCA CF] Material risk taker (1 Mar 2022 to 31 Oct 2025)
  • Gillian Allan MacLeod de Candole

    IRN GAS01072

    • (11)CF30 Customer (16 Mar 2018 to 8 Dec 2019)
  • Helen Cusins

    IRN HXC00176

    • (49)[FCA CF] Significant management (1 Mar 2022 to 21 Oct 2022)
  • Helen Price

    IRN HXP00097

    • (37)[FCA CF] Client dealing (9 Dec 2019 to 12 May 2023)
  • Jaime Alvarez

    IRN JXA01658

    • (7)[FCA CF] Manager of certification employee (since 18 Sep 2023)
    • (6)[FCA CF] Client dealing (since 18 Oct 2021)
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Recent activity

Updates to this firm's record on the FCA register.

  1. controlled function added: (65)Director of firm who is not a certification employee or a SMF manager

  2. controlled function added: (64)SMF9 Chair of the Governing Body

  3. controlled function added: (63)CF2 Non Executive Director

  4. controlled function added: (62)CF30 Customer

  5. controlled function added: (61)CF2 Non Executive Director

  6. controlled function added: (60)SMF9 Chair of the Governing Body

  7. controlled function added: (59)SMF3 Executive Director

  8. controlled function added: (58)[FCA CF] Significant management

  9. controlled function added: (57)[FCA CF] Manager of certification employee

  10. controlled function added: (56)[FCA CF] Client dealing

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